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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPA
251
Element Pointe Advisors
Florida
$165M +$3.89M +6,578 +2%
MIM
252
Monashee Investment Management
Massachusetts
$165M +$7.64M +12,900 +5%
GC
253
Gilbert & Cook
Iowa
$165M -$4.21M -7,112 -2%
TLFA
254
True Link Financial Advisors
California
$163M +$303K +512 +0.2%
RIS
255
Retirement Income Solutions
Michigan
$162M +$30.8M +51,972 +23%
DWM
256
Dakota Wealth Management
Florida
$160M +$369K +624 +0.2%
AI
257
Atria Investments
North Carolina
$160M -$2.2M -3,713 -1%
American Century Companies
258
American Century Companies
Missouri
$158M +$129M +218,015 +430%
JFA
259
JNBA Financial Advisors
Minnesota
$158M +$11.3M +19,142 +8%
LF
260
Lee Financial
Texas
$157M +$1.45M +2,444 +0.9%
TC
261
Toews Corporation
New Jersey
$157M +$122M +205,300 +333%
FFA
262
First Foundation Advisors
California
$157M +$13.1M +22,213 +9%
MWM
263
Modera Wealth Management
New Jersey
$155M +$3.29M +5,552 +2%
Tudor Investment Corp
264
Tudor Investment Corp
Connecticut
$154M +$137M +232,122 +790%
BCI
265
Brinker Capital Investments
Pennsylvania
$153M -$101M -170,738 -40%
OPS
266
Orion Portfolio Solutions
Nebraska
$153M -$101M -170,738 -40%
AAG
267
Armstrong Advisory Group
Massachusetts
$153M +$6.55M +11,069 +4%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149M -$3.97M -6,707 -3%
CWM
269
Calamos Wealth Management
Illinois
$148M -$2.17M -3,674 -1%
SWA
270
SFMG Wealth Advisors
Texas
$147M +$1.47M +2,486 +1%
2P
271
26North Partners
New York
$147M +$132K +223 +0.1%
SNB
272
Security National Bank
Nebraska
$146M -$14.2M -23,961 -9%
GIM
273
Goelzer Investment Management
Indiana
$146M -$1.46M -2,473 -1%
BWP
274
BlueStem Wealth Partners
Minnesota
$145M +$146M +245,983 New
UWPG
275
Ullmann Wealth Partners Group
Florida
$144M -$1.71M -2,890 -1%